William B. Walkup & Associates’s Occidental Petroleum OXY Stock Holding History

William B. Walkup & Associates’s Portfolio OXY Stock Details OXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Sell	2,208 -127	-5%	-$7.21K	0.05%	95
2026 Q1	$115K	Hold	2,335	–	–	0.07%	88
2025 Q4	$96K	Buy	2,335 +127	+6%	+$5.3K	0.05%	92
2025 Q3	$104K	Sell	2,208 -127	-5%	-$5.74K	0.06%	88
2025 Q2	$98.1K	Hold	2,335	–	–	0.06%	88
2025 Q1	$115K	Buy	2,335 +127	+6%	+$6.2K	0.07%	87
2024 Q4	$109K	Hold	2,208	–	–	0.07%	90
2024 Q3	$114K	Sell	2,208 -93	-4%	-$5.31K	0.07%	90
2024 Q2	$145K	Buy	+2,301	New	+$148K	0.1%	87

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

William B. Walkup & Associates's OXY Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Occidental Petroleum (OXY) stake by 5.4% in Q2 2026, selling an estimated $7.21K and leaving 2,208 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #95.

William B. Walkup & Associates first reported a position in OXY in Q2 2024 and has held it in 9 quarters since. The position peaked at $145K in Q2 2024. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

William B. Walkup & Associates held 2,208 shares of Occidental Petroleum worth $107K as of Q2 2026.
William B. Walkup & Associates sold 127 Occidental Petroleum shares in Q2 2026, an estimated $7.21K.
Occidental Petroleum made up 0.05% of William B. Walkup & Associates's portfolio in Q2 2026, its #95 holding.
William B. Walkup & Associates first reported a position in Occidental Petroleum in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's Occidental Petroleum position peaked at $145K in Q2 2024.
476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.